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MONTAG A & ASSOCIATES INC: CBRE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MONTAG A & ASSOCIATES INC on CBRE, newest first. How the timeline and the estimate are built.

MONTAG A & ASSOCIATES INC held 34,016 CBRE shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,016 shares
    Change vs previous 13F -31,117 shares

    0.19% of the 13F portfolio, value $4,581,673.

    13F-HR 0000829407-26-000004 filed by MONTAG A & ASSOCIATES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 65,133 shares
    Change vs previous 13F +3,051 shares

    0.41% of the 13F portfolio, value $8,822,975.

    13F-HR 0000829407-26-000003 filed by MONTAG A & ASSOCIATES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 62,082 shares
    Change vs previous 13F +2,915 shares

    0.46% of the 13F portfolio, value $9,982,234.

    13F-HR 0000829407-26-000001 filed by MONTAG A & ASSOCIATES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 59,167 shares
    Change vs previous 13F +8,260 shares

    0.43% of the 13F portfolio, value $9,322,331.

    13F-HR 0000829407-25-000006 filed by MONTAG A & ASSOCIATES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 50,907 shares
    Change vs previous 13F -105 shares

    0.35% of the 13F portfolio, value $7,133,089.

    13F-HR 0000829407-25-000004 filed by MONTAG A & ASSOCIATES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 51,012 shares
    Change vs previous 13F -1,400 shares

    0.33% of the 13F portfolio, value $6,671,350.

    13F-HR 0000829407-25-000003 filed by MONTAG A & ASSOCIATES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 52,412 shares
    Change vs previous 13F -14,199 shares

    0.33% of the 13F portfolio, value $6,881,172.

    13F-HR 0000829407-25-000001 filed by MONTAG A & ASSOCIATES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 66,611 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $8,291,738.

    13F-HR 0000829407-24-000007 filed by MONTAG A & ASSOCIATES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).